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Recent

Sep 15
1/
Fedโ€™s liquidity cushion is almost gone.
Todayโ€™s reverse repo (RRP) operation:
๐Ÿ‘‰ Only 16 counterparties
๐Ÿ‘‰ Just $16.95B placed with the Fed

Thatโ€™s tiny compared to the trillions parked here in 2021โ€“2023. ๐Ÿงต๐Ÿ‘‡ Image
2/
What is RRP?

Itโ€™s basically the Fedโ€™s parking lot for excess dollars.
Money market funds lend cash to the Fed overnight and get Treasuries + interest in return.

When RRP is high โ†’ too many dollars sloshing around.
When RRP is low โ†’ liquidity is drying up.
3/
In 2022, RRP peaked at $2.5 trillion.
Now itโ€™s almost empty.
This means:
Less excess liquidity in the system

Fewer buffers for shocks

Every crisis will hit harder
Read 7 tweets
Sep 15
1/
๐Ÿšจ Big news for silver.
Discovery Silver just locked in a $250M revolving credit facility from a syndicate of banks (expandable to $350M).

What does that mean for stackers? ๐Ÿงต๐Ÿ‘‡ Image
2/
Banks donโ€™t hand out a quarter-billion dollar credit line for fun.

They see what we see: silver demand isnโ€™t going away.
Electronics, EVs, solar, industry โ†’ the future runs on silver. โšก๏ธ
3/
Discovery Silverโ€™s main project: Cordero (Mexico) โ€” one of the largest undeveloped silver projects in the world.
This credit line fuels its development.

Translation: the market is betting silver is here to stay.
Read 9 tweets
Sep 15
1/38

Yesterday, I highlighted how Kash Patel's poor handling of the case could put it in jeopardy.

But today the FBI's lead-podcaster, doubled-down on *STUPID*, in a public interview that is a defense attorneys dream!

Let's breakdown the incompetence: Image
2/38

An important piece of context to keep in mind, is they desperately want to make this a Federal charge crime, so they can keep it untelevized, control the narrative, and seek death penalty with a jury base that isn't 90% mormon.
3/38

Right off the bat, the host says "Kirk isn't just an impactful person, he was your friend"

Kash nods in silence. Image
Read 40 tweets
Sep 15
A campus update:

The university has taken swift action against a faculty member who has failed to meet our expectations for civil engagement. Her actions endorsing violence and murder do not represent the university or our values.

(1/3) Graphic featuring orange lines and white text that says "Campus Update"
(2/3)
The faculty member is out of the classroom, placed on administrative leave, and termination proceedings have begun.

Teaching and shaping the lives of young people is core to the mission of the University of Tennessee, Knoxville.
(3/3)
We have a great responsibility as educators of Americaโ€™s future leaders to make sure students have a healthy educational environment in which to learn, wrestle with difficult issues, and express themselves civilly. We take that responsibility seriously.
Read 3 tweets
Sep 15
The most misunderstood drug in the world:

Weed.

It can either ruin your life or make it better.

Here's what it does to you (backed by science): Image
Weed consumption is on the rise.

It has increased about 4x in the last 10 years. Image
Ignore people who tell you weed is 100% good or bad.

Just like everything, it has benefits and downsides.

Here are the most important ones: Image
Read 16 tweets
Sep 15
Our roadmap is here ๐Ÿ›ฃ๏ธ

Three phases over the next 18 months: Fly, Launch, Escapeโ€” from community platform to autonomous organizations.

Here's how we're building the future of DAOs ๐Ÿ‘‡ Image
1/ Where we stand today:

โ€“ 2.7M addresses
โ€“ 15K+ tokens launched
โ€“ 65K+ communities

The foundation is strong, but crypto functionality remains too complex. We're changing that.
2/ Phase 1: Fly (October 2025)
Making crypto participation effortless

โ€“ Coins for every thread (mint, tip, split)
โ€“ Prediction markets integrated into communities
โ€“ Mobile app with fiat onramp

Real-time incentive loops that reward contributors.
Read 8 tweets
Sep 15
@thatsKAIZEN @Shayan86 1).
โ€ž @StephenKing apologized Friday for claiming that the conservative activist Charlie Kirk ยปadvocated stoning gaysยซ.
@thatsKAIZEN @Shayan86 @StephenKing 2).
The initial claim by King was in reference to comments that Kirk had made on his podcast in 2024, in which Kirk criticized childrenโ€™s YouTube star Ms. Rachel for citing Godโ€™s wish for Christians to ยปlove thy neighborยซ in Leviticus, saying that should include gay people.
@thatsKAIZEN @Shayan86 @StephenKing 3).
Kirk responded:
โ€“ ยปBy the way, Ms. Rachel, you might want to crack open that Bible of yours. In a lesser reference, part of the same part of scripture, in Leviticus 18, is that "thou shall lay with another man shall be stoned to death". Just sayingยซ.โ€

Sept . 12, 2025
Read 5 tweets
Sep 15
The line up for Wednesday's "Stop Trump" protest ๐Ÿงต

NB. Stop Trump has blocked me on X Image
1) Zoe Gardner, an open-border activist who was trained at Soros- and Quaker-funded @NEON_UK (an activist academy that provides scripts on asylum, why we need a wealth tax and how to back Gary Lineker, among other topics). She's also blocked me on X. Image
2) Faiza Shaheen, another alumni of Soros- and Quaker-funded NEON academy. She now works for Tax Justice UK, which lobbies for a wealth tax. Soros funds Tax Justice internationally. opensocietyfoundations.org/grants/past?fiโ€ฆImage
Read 10 tweets
Sep 15
What bothers me most is how these people abuse language and label others and then claim to be the tolerant ones.
1)
The very same people who somehow think that Charlie Kirk was provoking by merely engaging in dialogue with people who wanted to engage with him and who disagreed, do not see those who protest for Hamas and chant, "Free, Free Palestine" and
2)
Palestine will be free from the river to the sea" are engaging in real provocations because they seek the destruction of the State of Israel and for the land to be free of Jews.
3)
Read 7 tweets
Sep 15
@krjones147 @readingquietly2 @Sidewaysing @ASmallFiction I've seen these "scientific studies," before, Kyle. They were junk science at its worst.

Eg. Studies that supposedly demonstrated the validity of transgender identities by pointing to their alleged therapeutic benefits.
@krjones147 @readingquietly2 @Sidewaysing @ASmallFiction In other words, "it's true because when people believe it, that makes transgender people feel better."

This nonsensical leap in logic will be buried in a mountain of questionable statistical methodology, delaying the inevitable day when somebody will take the time to wade ...
@krjones147 @readingquietly2 @Sidewaysing @ASmallFiction ... through all of that, and to find that one, reality-denying step in the argument that renders the entire rest of the paper irrelevant.

The truth doesn't have to make people feel good. No genuinely sane person would believe that it did.
Read 19 tweets
Sep 15
South Minneapolis - Possible MASS SHOOTING at/near the Lake Street Metro Transit tower at 35W (drug/zombie vortex). At least two injured, possibly up to 4 injured.

Suspect: BM in a black sedan Image
2/
Confirmed, at least 4 gunshot injured parties from the mass shooting in south Minneapolis at Lake St and 35W. Two were in the Metro Transit tower, and two were on the path to the Greenway (drug alley at the drug/zombie vortex). Image
3/
Map of the location of the Minneapolis mass shooting. There is a Metro Transit tower at Lake Street and 35W that is a hub of drug and zombie activity. The mayhem spreads out in a radius from the location. The yellow highlighted area is the stretch along the freeway exit on Stevens where the path leads to the Midtown Greenway, and has been the site of multiple recent shootings.Image
Image
Image
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Read 3 tweets
Sep 15
Most retail investors think stock market = NSE and BSE.

But there's a parallel universe of unlisted shares that 99% don't know about.

Here's what the middle class needs to know about grey market investing: ๐Ÿงต
Think about it: wouldn't you have loved to own Zomato stocks before they went public?

You actually can. It's called grey market investing.
The 3 stages every company goes through:

โ†’ Stage 1: Unlisted (Private companies)
โ†’ Stage 2: IPO launch
โ†’ Stage 3: Listed on exchanges

Most enter at Stage 3. Smart money enters at Stage 1.
Read 8 tweets

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